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WealthPLAN Partners’s Pitney Bowes PBI Stock Holding History

WealthPLAN Partners’s Portfolio PBI Stock Details PBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-488
Closed -$1.73K – 889
2023
Q2 		$1.73K Hold
488
– – ﹤0.01% 1094
2023
Q1 		$1.9K Buy
+488
New +$2.05K ﹤0.01% 1140

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's PBI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Pitney Bowes (PBI) in Q3 2023, closing a stake of 488 shares — an estimated $1.73K sold.

WealthPLAN Partners first reported a position in PBI in Q1 2023 and held it in 2 quarters. The position peaked at $1.9K in Q1 2023. 223 funds tracked by Wall St. Rank hold PBI as of Q3 2023.

  • WealthPLAN Partners reported no remaining Pitney Bowes position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 488 Pitney Bowes shares in Q3 2023, an estimated $1.73K.
  • WealthPLAN Partners first reported a position in Pitney Bowes in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Pitney Bowes position peaked at $1.9K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.